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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $559,328 | $136,860+308.7% | $120,344+364.8% | $154,746+261.4% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 22.58% | 21.38%+1.2pp | 20.30%+2.3pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,594 | $3,533-54.9% | $3,020-47.2% | $4,379-63.6% |
| Participant deferral / active EE | $5,507 | $5,793-4.9% | $5,135+7.2% | $6,730-18.2% |
| Admin fee / account holder | $1,206 | $15,393-92.2% | $12,742-90.5% | $14,365-91.6% |